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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$41.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$59.8M
4
TCM
4
Tradewinds Capital Management
Washington
$23M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.6M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$2.11M
2
SMM
2
Stadion Money Management
Georgia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16.1M
4
AWM
4
AE Wealth Management
Kansas
$4.59M
5
WWA
5
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
176
Revisor Wealth Management
Ohio
$573K -$412K -13,483 -42%
ATPW
177
Ashton Thomas Private Wealth
Arizona
$562K +$15.1K +492 +3%
RPA
178
Rock Point Advisors
Vermont
$550K -$183K -5,975 -25%
MWM
179
Modera Wealth Management
New Jersey
$545K +$2.14K +70 +0.4%
Cerity Partners
180
Cerity Partners
New York
$542K +$542K +17,734 New
CW
181
CreativeOne Wealth
Kansas
$542K +$21.5K +704 +4%
LFA
182
Laraway Financial Advisors
Minnesota
$541K -$12K -392 -2%
MLM
183
Mount Lucas Management
Pennsylvania
$541K +$1.41K +46 +0.3%
NFG
184
Nations Financial Group
Iowa
$540K +$55.2K +1,803 +11%
FHA
185
Flagship Harbor Advisors
Massachusetts
$530K -$15.2K -496 -3%
NAM
186
NTV Asset Management
West Virginia
$506K – – –
LNC
187
Lincoln National Corp
Pennsylvania
$501K +$201K +6,572 +67%
SWP
188
Strategic Wealth Partners
Ohio
$500K -$122 -4 -0%
TA
189
Tactive Advisors
Florida
$487K -$165K -5,406 -25%
CFG
190
Carr Financial Group
Massachusetts
$480K -$12.3K -402 -3%
FCM
191
Fourpath Capital Management
Oklahoma
$477K -$93.1K -3,044 -16%
SFG
192
StrategIQ Financial Group
Indiana
$476K -$30.6K -1,000 -6%
Stifel Financial
193
Stifel Financial
Missouri
$468K +$468K +15,291 New
TCM
194
Triumph Capital Management
Colorado
$459K -$131K -4,284 -22%
KOC
195
Koss-Olinger Consulting
Florida
$448K +$490 +16 +0.1%
RCM
196
Raleigh Capital Management
North Carolina
$437K -$31K -1,013 -7%
GM
197
GeoWealth Management
Illinois
$435K +$22.4K +735 +5%
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$435K -$135K -4,413 -24%
MIM
199
MTM Investment Management
South Carolina
$429K -$1.9K -62 -0.4%
SWA
200
Strata Wealth Advisors
Texas
$426K -$69.8K -2,281 -14%
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8
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